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Sarasota, FL:
The stretch IRA: A simple yet powerful estate planning tool · Kerkering, Barberio & Co., Certified Public Accountants Sarasota, FL
The IRA’s value as a retirement planning tool is well known: IRA assets compound on a tax-deferred (or, in the case of a Roth IRA, tax-free) basis, which can help build a more substantial nest egg. But if you don’t need an IRA to fund your retirement, you can use it as an estate planning ...
Estate Planning: How to Adjust to Rising Rates
Now that the Federal Reserve has taken the long-awaited first step in raising interest rates, affluent families should consider how a changing interest-rate environment might affect their estate plans.
4 Reasons You Should Consider Life Insurance As A Planning Tool
If you’re unfamiliar with the various ways life insurance can be used as a financial planning tool, the following four scenarios may help you decide whether you and those important to you can benefit from holding a policy
How to Make Senior Friendly Public Spaces
As the global population of seniors increases, so does the importance of designing senior friendly public spaces. Learn more.
Accountant shares small business loan approval tips
We have a deal — the bill that includes new funding for small businesses passed, meaning more Paycheck Protection Program loans will be given to business owners.
Free College Planning Tools to Save and Pay for College
Explore our free college planning tools to help you plan and pay for college. Search for scholarships, make a custom plan to save and pay for college, and more.
Become a Certified Caregiving Advocate!
The time is now to create an impact that improves the caregiving or after-caregiving experience. You are just the person to be that catalyst for change.
New!! Become a Certified Caregiving Specialist
A Certified Caregiving Specialist™ can be hired by family caregivers to manage the To Do list, freeing up some time for the family caregiver.
Five Facts about Medicaid
Medicaid now covers 73 million people, making it the nation’s largest insurer. It is the centerpiece of the U.S. health care safety net, providing benefits to adults and children who would otherwise have difficulty getting and paying for care. Yet the program is not well understood by the public.
Should Family Caregivers Become State-Certified?
If taking care of your parent or senior loved one has meant giving up some of your own income, you might want to research becoming a state-certified caregiver to make up for some of the lost finances. Learn more.
10 Frequently Asked Questions for Certified Aging in Place Specialists
With remodeling, people wonder if the home modifications are going to look institutional like a hospital. But the designs today don't look clinical at all.
What Does It Take to Qualify for Accounts Receivable Financing?
What Does It Take to Qualify for Accounts Receivable Financing? Before you start applying for business financing, it’s important to understand what it takes ...
Expert tips on securing a mortgage if you’re self-employed
Some lenders won’t even consider mortgages for self-employed people whose accounts haven’t been signed off by an accountant – and make sure your accountant is certified or chartered.
Why cash value life insurance may be the estate planning tool your clients need
For boomer or senior clients with sufficient net worth, moving money from low-yielding assets into life insurance can be a very smart investment.
The Ultimate Guide to Public Service Loan Forgiveness
There's a lot to know when it comes to loan forgiveness. 💵🎓 Luckily, we've put together the ultimate guide so you don't miss a thing! Read on for more! 🙌
Why Housing for LGBT Elders Is a Public Health Issue
Older lesbian, gay, bisexual and transgender adults face particularly daunting challenges when it comes to finding affordable housing.
Why Public Service Loan Forgiveness Is So Unforgiving
Ninety-nine percent of applications for Public Service Loan Forgiveness have been denied. A former student loan watchdog saw it coming.
Dementia Diagnosis: When Do You Go Public?
There's much to consider about disclosing your condition
The Other Financial Mess in Public-Employee Benefits
Retiree health care programs are in far worse shape than pensions.
8 Common Public Service Loan Forgiveness Mistakes
Public Service Loan Forgiveness is not automatic. There are a number of specific requirements you must meet. If you want to make sure you’re on the right track, avoid these common mistakes.
